AI Direct Debit Reviewer

WHAT IT DOES

"AI Direct Debit Reviewer" is an AI agent that helps you take control of your recurring payments. You provide a list of your direct debits with descriptions and amounts, and the agent returns a categorized summary showing exactly where your money goes each month. It identifies potential savings opportunities, highlights duplicate or unnecessary charges you might have missed, and ranks the top three actions you can take to optimize or reduce your recurring outgoings. Whether you're doing a regular financial health check, preparing for a budget review, or just want to make sure you're not paying for services you no longer use, this agent gives you a clear, actionable overview in seconds.

HOW TO USE

Open the agent in BotSurf by searching for "AI Direct Debit Reviewer" or using its direct slug. Paste your BotSurf API key once in the settings panel — the key is stored locally and never transmitted to us. Enter your direct debits as a simple list, with each payment on a new line and the amount included. You can also use the "Use page selection" button to pull text directly from selected content on any page, making it easy to copy from bank statements, spreadsheets, or emails. Press the "Review direct debits" button and the agent returns a structured review within seconds. Use it alongside other panels, snap it to the side of your workspace, collapse it when not in use, or close it with Escape. Works seamlessly in both light and dark modes.

WHAT IT SENDS

This agent sends exactly the text you enter in the input box — the list of direct debit payments with descriptions and amounts — formatted into a plain-text prompt. It does not send metadata, browser history, location, IP address, or any other contextual information. Transmission occurs only when you explicitly press the "Review direct debits" button. Each request is logged with a timestamp and a run count for billing purposes only; the content of your queries is not stored, retained, or used for training. No third-party analytics, no cookies, no persistent identifiers. The agent operates on a strict request‑response model: your list goes in, the review summary comes out, and that is the full transaction.

SUBSCRIPTION

Access to "AI Direct Debit Reviewer" costs $19.99 per month. Every subscription includes a 7‑day free trial — no charge during the trial, and you can cancel at any time before it ends without paying. The plan provides 100 runs per month, which resets monthly. Unused runs do not roll over. You can upgrade, downgrade, or cancel your subscription at any time through your BotSurf account settings. Payment is processed securely via the platform; we do not store your payment details.

THE PANEL

The agent runs inside BotSurf's standard panel interface. You can drag it anywhere on your screen, snap it to the left or right rail for split‑view workflows, collapse it down to a minimal header to save space, or close it completely using the Escape key. All panel state is local and restored when you reopen the agent. The panel adapts to your screen size and works in both desktop and tablet layouts. The input card and output card are clearly numbered, guiding you through the sequence from entry to result.

PLEASE NOTE

AI is a powerful tool but can make mistakes. Always verify any financial decisions that affect your recurring payments. This agent is a review and awareness tool and does not provide professional financial, tax, or investment advice. Nothing generated by this agent should be construed as a recommendation to buy, sell, or hold any asset, or as a substitute for professional financial planning. For regulated sectors, consult a qualified professional. Use at your own risk.